Feature
Send to a hundred people, and know where each one is
Bulk send takes a template and a spreadsheet and gives every person on the list an envelope of their own, with their own details filled in. Every row is checked before anything is sent.
Bulk send comes with the Team plan (up to 25 envelopes a batch) and Scale (up to 250).
In detail
How it works
- Choose a template and download a blank spreadsheet made from it
- Fill in a row for each person — their name, email and the template’s details — and upload it as a CSV, or paste it in
- Every row is checked before anything goes: fix the problems, or leave those rows out and send the rest
- Each person gets an envelope of their own, with its own audit trail and certificate of completion
Tracking the batch
- One page for the whole batch: sent, waiting to sign, completed, declined and left out
- Remind everyone who hasn’t signed yet in one click
- Stop a batch part-way and nothing more is sent
- Download the results as a CSV
Good to know
- Team sends up to 25 rows a batch and Scale up to 250, an envelope for each row; larger lists go in several batches
- Each envelope is a signing session and counts towards your month like any other, and the preview shows how many before you start
- Any spreadsheet that saves a CSV works: Excel, Google Sheets, Numbers
Made for
- Contractor and employment agreements re-signed each year
- Policy acknowledgements across a whole team
- Consent forms and renewals for a client list
Why it matters
The benefits
Hours back
One upload replaces a morning of sending the same document.
Nothing sent by mistake
A wrong column is caught before the first email goes, not after the hundredth.
Every one on the record
Each person’s envelope is sealed and evidenced on its own.
Send your next round in one go
Bulk send is on Team and Scale. Start free and upgrade when you need it.